AVALON CAPITAL MANAGEMENT: IEF position timeline

AVALON CAPITAL MANAGEMENT held 0 IEF shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -27,994 shares

   13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 27,994 shares

   Change vs previous 13F -65,443 shares

   0.64% of the 13F portfolio, value $2,691,903.

   13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 93,437 shares

   Change vs previous 13F +93,437 shares

   2.21% of the 13F portfolio, value $9,012,933.

   13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -7,536 shares

   13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 7,536 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $739,432.

   13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).